Associate Relationship Manager, SpotOn
$54.6-68.3k
Offers Equity
Point-of-sale software and payment processing
Be an early applicant
Point-of-sale software and payment processing
1001+ employees
Be an early applicant
$54.6-68.3k
Offers Equity
1001+ employees
Company mission
To empower small businesses to succeed and grow, by giving them access to cutting-edge payment and software solutions.
Role
Who you are
- Experience in sales operations, underwriting support, or account management
- Strong experience with Salesforce and DealHub preferred
- Exceptional attention to detail, organization and ability to manage time-sensitive tasks across multiple workstreams
- Excellent written and verbal communication skills
- Ability to work cross-functionally in a fast-paced environment
What the job involves
- You’ll join the Sales Operations team as an associate relationship manager, managing the deal lifecycle from opportunity creation to underwriting approval
- You’ll collaborate across Sales, Underwriting, Support, Implementation and Billing — delivering a seamless end-to-end experience
- Create and manage opportunities in Salesforce & DealHub for new deals, add-ons/upgrades, change of ownerships, and re-books
- Generate quotes, complete digital applications and enter deal data toward underwriting submission
- Work closely with Underwriting on incomplete applications and deals on hold
- Drive clear communication of requirements and next steps to the sales team
- Partner with Sales, Underwriting, Implementation, and Support to keep deals moving
- Process equipment add-ons and orders across multiple channels
- Maintain internal tracking of DealHub add-ons and coordination with shipping/fulfillment partners (POSRG, SpotOn, etc.)
- Monitor missing shipments, resolve discrepancies, and ensure correct fulfillment; send tracking and invoice details
- Receive, review and action Salesforce cases from sales reps and internal partners; verify deal details (MID, quote, proposal, documentation)
- Maintain spreadsheets and tracking logs for equipment cases and updates
- Send invoices and process billing in NetSuite and Salesforce; initiate credit memos and refunds (SOPF fees, billing corrections, etc.)
- Manage SaaS increases/decreases, billing changes, terminations, seasonal/paused accounts and communicate billing status
- Receive cancellation requests and coordinate equipment returns; verify eligibility and partner with Support on refunds and credit memos after approval
- Serve as the primary operational support contact for the sales teams, provide status updates and collaborate with internal teams to resolve issues quickly
- Success in this Role Looks Like
- Deals move efficiently from creation to approval with minimal errors
- Sales, underwriting and partners receive timely updates and clear communication
- Equipment and billing tasks are completed accurately and on schedule
- Provide exceptional service and operational support
Our take
SpotOn is an end-to-end software and payment platform that provides businesses with a range of payment options, from simple mobile payments to fully integrated restaurant management systems, fueling growth and supporting business evolution, with its innovative, future-proof tools.
The company’s ecosystem of intuitive software, point-of-sale, and payment solutions serves businesses of all sizes from a range of industries, from local family restaurants to Major League Baseball Stadiums. From its flagship SpotOn Restaurant to its latest SpotOn Retail, the company provides tools that manage scheduling, analytics, custom website development, compliance, and omnichannel capabilities.
As a triple unicorn company, SpotOn has seen substantial growth since being founded in 2017, completing numerous funding rounds and consistently delivering new product capabilities and expanded offerings. SpotOn continues to focus on the further development of technology products as it expands its market reach within the retail, food, and hospitality sectors.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
31% employee growth in 12 months
Company
Funding (last 2 of 8 rounds)
May 2022
$300m
SERIES F
Sep 2021
$300m
SERIES E
Total funding: $915m
Company benefits
- Medical, Dental and Vision Insurance
- 401k with company match
- Stock Options
- Paid vacation, 11 company holidays, sick time, and volunteer time off
- Headspace membership for guided meditation and stress relieving tools through the Sequoia App
- Employee Resource Groups for Diversity and Inclusion, Women, LGBTQIA+, and other communities
- Desk, Chair and Monitor needed for your home office? We got you
- Monthly cell phone and internet stipend
- Unlimited access to virtual audio and visual workouts through the Sequoia App
- Subscription to Linkedin Learning to expand your knowledge on all kinds of fun topics
- Tuition reimbursement for up to 2k per calendar year to assist with classes of your choice
Company HQ
Financial District, San Francisco, CA
Leadership
Doron Friedman
(Managing Director)Having studied at the Wharton School, spent almost 11 years at Arroweye Solutions, rising to the position of CEO. Co-founded SpotOn in 2011, and was initially the company's co-CEO. Since 2017 has been Managing Director.
Matthew Hyman
(Managing Partner)Founded CardPayment Solutions in 2000, spending 5 years managing the company before starting CentralPayment Corp. After that co-founded SpotOn with Doron, working since 2017 as Managing Partner.
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